A detailed history of Holos Integrated Wealth LLC transactions in Southern CO stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 3,653 shares of SO stock, worth $330,888. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,653
Previous 3,091 18.18%
Holding current value
$330,888
Previous $304 Million 4.82%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026

BUY
$90.58 - $99.72 $50,905 - $56,042
562 Added 18.18%
3,653 $318 Million
Q2 2025

Aug 13, 2025

BUY
$84.91 - $92.56 $47,634 - $51,926
561 Added 22.17%
3,091 $293 Million
Q4 2024

Aug 08, 2025

BUY
$81.5 - $94.15 $206,195 - $238,199
2,530 New
2,530 $208 Million

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $98.6B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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